MFA WEALTH ADVISORS, LLC

CIK 0001688184 · PITTSBURGH, PA · Quarter end: 2026-06-30 · Filed on: 2026-07-13 · Open the SEC source

MFA WEALTH ADVISORS, LLC reported 99 positions worth $586.7M as of June 30, 2026 (13F filed July 13, 2026). Largest holding: IGIB (9.2%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$586.7M
2026 Q2
Positions
99
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
54.4%
Est. Net Flow (Q)
2026 Q2
10 / 99 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1IGIBISHARES TRSH$54.2M9.23%1,018,889
2VOOVANGUARD INDEX FDSSH$49.0M8.35%71,323
3BIVVANGUARD BD INDEX FDSSH$46.1M7.85%600,446
4FNDFSCHWAB STRATEGIC TRSH$45.6M7.78%864,797
5FLRNSPDR SERIES TRUSTSH$28.7M4.89%930,045
6SCHXSCHWAB STRATEGIC TRSH$23.7M4.04%806,137
7AVEMAMERICAN CENTY ETF TRSH$19.4M3.31%201,153
8PAVEGLOBAL X FDSSH$19.3M3.29%327,596
9AVLVAMERICAN CENTY ETF TRSH$16.6M2.83%182,168
10AVUVAMERICAN CENTY ETF TRSH$16.6M2.83%133,052

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does MFA WEALTH ADVISORS, LLC hold as of Q2 2026?

MFA WEALTH ADVISORS, LLC reported 99 positions worth $586.7M in its Q2 2026 13F filing. Largest positions: IGIB (9.2%), VOO (8.3%), BIV (7.8%), FNDF (7.8%) and FLRN (4.9%).

What did MFA WEALTH ADVISORS, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did MFA WEALTH ADVISORS, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.